Why do I talk about "transcendence" in a low -key "surpassing"?

China Times (chinatimes.net.cn) reporter Zhai Yenan Beijing reported

In recent days, there have been many reports on "BYD surpass Teslando's global sales", which has repeatedly searched, which has made BYD a bit "flattered". Data show that from January to June, BYD's cumulative sales were 641,400 units, Tesla's cumulative delivery volume was 564,000 units, and the gap between the two was nearly 80,000.

BYD is particularly rational for such achievements. "In recent days, many media are concerned about this issue, but the company's level has not thought about doing publicity." Relevant persons of BYD Public Relations told the "Huaxia Times" reporter, "In the first half of the year, everyone was affected. Earlier, the deep grasp of core technology can better adapt to the changes in the market. This is my personal understanding. "

It is undeniable that BYD, which announced the complete suspension of fuel vehicles in March, has shown a strong explosive power in the new energy market. But BYD also saw that the influence of various car companies was different from the epidemic, which also directly led to the difference in sales. For BYD, which has always been low -key and pragmatic, it is too early to talk about "transcendence".

Behind the 80,000 gap

According to official Tesla data, in the second quarter of the most serious affected by the epidemic, Tesla Shanghai Super Factory output was 258,000 units, a decrease of 16.14%month -on -month; the delivery volume was 254,000 units, a year -on -month decrease of 18%. Tesla had stopped production for nearly 25 days in March and April, and calculated at least 50,000 by about 2,000 -2500 units of the Shanghai Gong Super Factory about 2,000 -2500 vehicles. Until early June, the plant's capacity party recovered to 100%. That is, in the second quarter, BYD opened a high -speed growth trend: in April, the sales volume exceeded 100,000 units, an increase of 136.5%year -on -year; in May, sales rose to 110,000 units; %. Because of the reversal of the data in the second quarter, the rankings of the entire 2022 change in the first half of 2022 -BYD surpassed Tesla to become a global champion. This is also the first time that Tesla has been surpassed by BYD for the first time.

In addition to the cause of the epidemic, the difference between BYD and Tesla on the number of products and technical routes, which also caused the two to have a gap in terminal sales. "After the Qin Plus DM-I, BYD Song, Tang, Yuan, and Dolphin took over, and they entered a camp with a monthly sales of 10,000 vehicles. The overall monthly sales of energy vehicles expand at a rate of 10,000 vehicles per month. The advantage of inserting mixing technology (DM-I) is one of the important factors for BYD's sales to maintain high-speed growth. "Huaxia Times" reporter found that after combing data from the data, it is found that nearly half of BYD's current sales come from hybrid models equipped with DM-I technology. From the sales of pure trains, BYD's sales in the first half of this year are 32.35 in 32.35 About 10,000 vehicles, this still has a certain gap with Tesla's sales of 564,000.

In many people's eyes, although hybrid models also enjoy the relevant new energy vehicle subsidy policies and have development prospects, compared with pure trams, they are more like "fuel vehicles in electric vehicle coats." "Tesla is all pure trams. There are only 4 models on sale, of which there are only 2 types of national car production. Comparing 4 cars and one BYD 'Corps', I think it is not very significant. For our sales, there is only the same level of sales. Only the models are comparable. As for the total sales, we are not very concerned about this, "Manager Zhang, Manager of Tesla Beijing Huaxiang Service Center, told the reporter of Huaxia Times.

Mr. Li is the first batch of owners of Tesla Model X in China. In his opinion, "compared to a few years ago, BYD did get better and better now. This is what the Chinese want to see." "But in the short term, I am not the person to find BYD." Mr. Li added.

The recent analysis report given by the car team of Ping An Securities Research Institute believes that the supply chain and production capacity will become the key to the new energy vehicle sales this year. The report pointed out that Tesla did not go public in 2022, and the sales growth momentum mainly relied on increasing production capacity. Except for the Shanghai Super Factory, the two super factories of Berlin and Texas were affected by the supply chain. The sales goal is a lot of challenges; BYD currently has a total of 8 factories (including construction). In addition to production capacity, the rich model will also provide strong power for BYD's new energy vehicle sales. It will sprint 2 million targets.

It takes time to confront each other

It is undeniable that whether it is the main target group or the positioning and price of the product, BYD and Tesla are almost at all in the competition dimension at all. Data show that Tesla's two -volume model Model 3, Model Y accounts for 95%of global sales, of which the average price of Model 3 exceeds 300,000 yuan, and the average price of Model Y exceeds 350,000 yuan. The average price of BYD's bicycles is less than 200,000 yuan. The only flagship model BYD Han can be compared with Tesla Model 3.

Because of the lack of high -end, BYD's gross profit margin has been at a trough. BYD's first quarter financial report data shows that its operating income was 66.825 billion yuan, an increase of 63.02%year -on -year, and the net profit attributable to shareholders of listed companies was 808 million yuan, an increase of 240.59%year -on -year. However, the gross profit margin was only 12.40%. New low. In contrast, Tesla's gross profit margin in the first quarter was as high as 32.9%. From the perspective of 2021, BYD's bicycle revenue was 150,000 yuan, bicycle gross profit was 26,000 yuan, Tesla's bicycle revenue exceeded 300,000 yuan in the same period, and bicycle hair profit reached 80,000 yuan. "From the current Han series, the seal of the marine series, and the Tengshi D9 released earlier this year, from product positioning to price, you can see the trend of BYD high -end. However, in view of the previous high -end failure of Tengshi And at the vibosity of the high -end market competition, BYD may be the most difficult player in high -end high -end brand in independent brands. "Zhang Heng, a commentator in the automotive industry, bluntly said.

Earlier, Li Yunfei, general manager of BYD Automotive Brand and Public Relations Division, announced the latest plan arrangement of BYD high -end brands through Weibo. The core information includes the following three points: the brand and logo of the third quarter of this year; Published; the first model in the first half of 2023 was launched. According to sources, this new brand may be the smart electric vehicle brand "interstellar" launched by BYD and Huawei. Its positioning is higher than Tengshi and the high -end Mercedes -Benz high -end product line. The luxury hardcore off-road vehicle is priced at 800,000 to 1.5 million yuan. If this plan is in line, then BYD has the opportunity to have some opportunities in the high -end SUV market and Tesla PK. Mr. Hu, who worked in a large connected factory in Beijing, started BYD's trend 5 years ago. "At that time, our big boss drove the top model of the Model X P100D. I actually liked SUV, but there was almost no choice of pure tram at that time, because the index restrictions had to buy Tengshi in the end. If you lose Tesla, I will consider changing the purchase for the first time. "Mr. Hu said.

On the one hand, BYD's upward breakthrough, on the other hand, Tesla's downward penetration. At the Tesla's entire employee conference in the second half of last year, Tesla CEO Musk said that it plans to launch a mid -to -low -end model price of $ 25,000 (approximately 167,700 yuan) in 2023, and will soon enter the test stage. Judging from Tesla's product matrix, it initially opened its popularity with high -end and scientific and technological routes, and then opened the mid -range market with the help of domestic price advantages. After the scale of production capacity, Tesla must continue to march into the mid -to -low -end intelligent automotive market. Earlier, Zhu Xiaotong, president of Tesla China, revealed to the outside world that the model will be originally designed and developed by the Chinese people.

It can be seen that, as the two major head forces in the global new energy vehicle market, BYD's positive confrontation between BYD and Tesla is only a matter of time. Regarding BYD's overtaking in the first half of the year, the relevant person in charge of China China responded to the reporter of the Huaxia Times: "We will not comment on any company, we pay more attention to our own development and deficiencies. At present The delivery data is expected to renew high refresh on the basis of a record high in June. "

Editor -in -chief: Editor Li Yanan: Yu Jianping

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